Overview
CRM Messaging is a cloud-based platform that unifies multi-channel customer communications—WhatsApp (Meta partner), SMS/RCS, email, voice, and website live chat—directly within CRM workflows. It targets marketers, sales teams, customer success, and agencies by embedding messaging into leading CRM systems (HubSpot, Salesforce, Zoho, GoHighLevel, SuiteDash, etc.), enabling automated notifications, two-way conversations, rich media (images, video, documents, interactive templates), and trigger-based automations. The platform supports official WhatsApp API integrations, pay-per-conversation pricing, and the ability to bring-your-own-number or use CRM Messaging numbers. Security, onboarding, and account management (including agency/white-label options) are emphasized, with professional services and 24x7 support available for custom/enterprise customers.
Key Features
WhatsApp API Integration
Official Meta/WhatsApp Business API support (green tick assistance), pay-per-conversation billing, rich media templates, and onboarding for WhatsApp messaging.
SMS & RCS Messaging
Send and receive SMS and RCS with per-credit billing, SMS fallback for WhatsApp, link shortening, click tracking, and bulk SMS campaigns.
CRM-native Integrations
Native or pre-built connectors for HubSpot, Salesforce, Zoho CRM/Bigin, GoHighLevel, SuiteDash, and over 6,000 integrations (Zapier/Pabbly-like ecosystem), embedding messaging inside CRM workflows.
Automation & Workflow Engine
Event- and keyword-triggered automations, drip/automation workflows, template messages, and AI-assisted message composition to scale personalized conversations.
Website Live Chat + AI Bot
Live chat widget that routes visitors to WhatsApp or SMS, supports agent handover, and integrates into team inboxes.
Conversation Inbox & Team Collaboration
Shared team inbox, agent assignment, progressive dialer for voice outreach, and support for unlimited monthly active users on higher tiers.
Who Can Use This Tool?
- Marketers:Run personalized cross-channel campaigns and track clicks, conversions, and engagement.
- Sales Reps:Use WhatsApp/SMS from within CRMs to engage leads, send offers, and close deals faster.
- Customer Support:Provide real-time support via chat, WhatsApp, and SMS with agent handover and shared inboxes.
- Agencies / Partners:White-label and manage unlimited subaccounts with agency plans for client deployments.
- Developers:Integrate messaging via APIs and webhooks; automate workflows and connect third-party services.
Pricing Plans
Basic messaging essentials to get up-and-running quickly.
- ✓Unlimited conversations; No markup on conversations; 3 users included; $8 per additional user; Team Inbox; Keyword bots
Everything in Starter plus automation and blast campaign features.
- ✓Everything in Starter (Unlimited conversations, Team Inbox, etc.)
- ✓5 users included
- ✓$10 per additional user
- ✓WhatsApp blast campaigns
- ✓10 automation workflows
- ✓Integrations: Zoho, HubSpot, Salesforce, Stripe, +6000
- ✓WhatsApp Green Tick Assistance
Higher-scale plan with unlimited users, automations and advanced support.
- ✓Everything in Conversations
- ✓Unlimited users
- ✓Unlimited automations
- ✓SMS Fallback
- ✓AI-assisted messages and templates
- ✓Customer success onboarding
Custom enterprise solutions, integrations, and dedicated support.
- ✓Custom pricing suited to business
- ✓Expert account support for WhatsApp best practices
- ✓Integrate with existing business software
- ✓Dedicated Account Manager
- ✓Professional Services
- ✓24x7 Zoom Support
Personal WhatsApp connection via QR scan with no conversation charges.
- ✓Personal WhatsApp connection by QR scan
- ✓No conversation charges
- ✓Per-number pricing (per month)
Link shortening, click tracking, scheduling and enhanced SMS engagement.
- ✓Link shortening / click tracking
- ✓Message scheduling
- ✓Enhances SMS engagement and marketing
- ✓First 1,000 SMS free monthly
- ✓Additional SMS usage $0.02 per SMS
Website visitor live chat integrated with WhatsApp and SMS handling.
- ✓Handle website visitors with live chat
- ✓Online to WhatsApp and SMS chat handling
- ✓Agent handover and more
- ✓Agent inbox integration
Pay-per-conversation charges based on monthly volume tiers.
- ✓Pay per conversation (charged by country and volume)
- ✓Tier example: 1,000 conversations – $0.018 per conversation
- ✓3,000 conversations – $0.012 per conversation
- ✓20,000 conversations – $0.009 per conversation
- ✓Billed based on customer interactions (flexible by country)
Try WhatsApp API free for 14 days with demo number and credits.
- ✓14-day free trial
- ✓20 free credits included
- ✓Demo phone number provided
Pros & Cons
✓ Pros
- ✓Multi-channel support (WhatsApp official API, SMS/RCS, email, voice, live chat)
- ✓Deep CRM integrations (HubSpot, Salesforce, Zoho, GoHighLevel, SuiteDash)
- ✓Flexible pricing: subscription + usage-based conversation billing; pay-as-you-go; free trial available
- ✓Agency/white-label and custom enterprise support with dedicated account management
- ✓Rich media & interactive templates, automation workflows, AI-assisted messages
- ✓Options for both official WhatsApp API and an unofficial QR-based personal connection
✗ Cons
- ✗Public independent reviews and rating signals are limited or sparse (harder to verify real-world satisfaction)
- ✗Pricing page and some site copy has typographical clutter and can be confusing in places
- ✗Some plan limits and per-country conversation rates require direct inquiry for exact billing (complexity for global customers)
- ✗Mobile app availability and desktop native clients not clearly documented on the site
